MCM

Murphy Capital Management Portfolio holdings

AUM $720M
1-Year Est. Return 9.22%
This Quarter Est. Return
1 Year Est. Return
-9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$668M
AUM Growth
-$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.17M
3
+$1.18M
4
DIS icon
Walt Disney
DIS
+$1.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.03M

Top Sells

1
+$1.61M
2
+$1.04M
3
+$714K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$661K
5
BHC icon
Bausch Health
BHC
+$602K

Sector Composition

1 Industrials 11.71%
2 Energy 11.27%
3 Healthcare 8.64%
4 Consumer Staples 8.28%
5 Technology 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 4.75%
1,012,508
-33,280
2
$19.9M 2.97%
267,240
-4,495
3
$15M 2.25%
140,204
+9,591
4
$13.7M 2.05%
164,446
-600
5
$12.3M 1.85%
108,118
+9,782
6
$11.7M 1.76%
252,053
-1,949
7
$11.4M 1.71%
82,350
+30,000
8
$11.2M 1.68%
160,616
-4,348
9
$10.7M 1.6%
109,797
-693
10
$10.1M 1.51%
95,044
+4,650
11
$10.1M 1.51%
78,157
-2,138
12
$9.83M 1.47%
88,462
+8,604
13
$9.52M 1.42%
309,130
+5,158
14
$9.2M 1.38%
289,940
-1,225
15
$9.18M 1.37%
44,597
-2,014
16
$8.87M 1.33%
94,996
+374
17
$8.19M 1.23%
52,672
-637
18
$8.04M 1.2%
268,824
-9,285
19
$7.89M 1.18%
161,295
-3,597
20
$7.84M 1.17%
100,166
-2,817
21
$7.45M 1.11%
101,569
-7,063
22
$7.41M 1.11%
127,185
-2,580
23
$7.4M 1.11%
345,672
-2,949
24
$7.38M 1.1%
53,209
+285
25
$6.54M 0.98%
48,536
-1,675
1
2 3 4 5